Analysts are scratching their heads trying to figure out why stocks aren’t more freaked out by the sudden move in short end of the rates curve lately, sounding the alarm…
Tag: interest rates
Low Interest Rates Might Not Last Forever
A new book by Charles Goodhart (London School of Economics) and Manoj Pradhan (Talking Heads Macro) argues that the prolonged period of near-zero interest rates may be coming to an…
Interview: Liquidity Cascades with Corey Hoffstein (Ep. 45)
It has been said that the most dangerous words in investing are “this time is different”. But sometimes a confluence of factors come together to significantly change the character of…
Thinking Long Term with Near-Zero Interest Rates
A recent article in The Wall Street Journal reports that short-term rates may be held near zero for several more years, encouraging some to buy or refinance homes while triggering…
Seven Mind-Blowing Charts from the COVID-19 Crisis That Deserve Your Attention
By Justin Carbonneau (@jjcarbonneau) They say a picture is worth a thousand words. The pictures and charts outlined below may actually be worth much more: 30 million unemployed.$7 trillion on…